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James Alpha Global Real Estate Invsmts A (JAREX)

21.52 Up 0.05(0.23%) Jul 23

Profile as of Jun 29, 2014Get Profile for:
James Alpha Global Real Estate Invsmts A
Saratoga Advantage Trust4020 South 147th Street, Suite #2Omaha, Nebraska 68137
Phone: 800-807-3863
Fund Overview 
Category:Global Real Estate
Fund Family:Saratoga
Net Assets:316.20M
Year-to-Date Return:10.20%
Morningstar Rating:3 stars
Fund Inception Date:Oct 26, 2009
Morningstar Style Box 
Global Real Estate
[View Category Definition]
View Top Global Real Estate Funds
About the Morningstar Style Box
Management Information 
Andrew J. Duffy
Lead Manager since Oct 26, 2009
Duffy is the President of the Adviser. He has 15 years of global real estate securities experience in the private and public markets. Prior he was a Managing Director with Citigroup Principal Strategies. From February 2005 until January 2008 he was with Hunter Global Investors, L.P. .Before that he was a portfolio manager at TIAA-CREF for over six years. Duffy holds the Chartered Financial Analyst designation.
Investment Information 
Min Initial Investment:2,500
Min Initial Investment, IRA:N/A
Min Initial Investment, AIP:2,500
Min Subsequent Investment:N/A
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:100
JAREX can be purchased from 45 brokerages.

Fund Summary 
The investment seeks total return through a combination of current income and capital appreciation. The Portfolio's strategy is to invest exclusively (other than cash and cash equivalents) in publicly-traded real estate investment trusts, including REIT preferred stock, and other publicly-traded real estate securities that are included in the FTSE EPRA/NAREIT Developed Real Estate Index (the "index"). The index may include securities of any issuer that derived in the previous full fiscal year at least 75% of its total earnings before interest, depreciation and amortization ("EBIDA") from the ownership, trading and development of income-producing real estate.

Fund Operations 
Last Dividend (Jun 25, 2014) : 0.07
Last Cap Gain : 0.00
Annual Holdings Turnover (Jul 21, 2014) : 208.00%
Average for Category:59.79%
Fees & Expenses 
ExpenseJAREXCategory Avg
Annual Report Expense Ratio (net):2.75%1.43%
Prospectus Net Expense Ratio:2.44%N/A
Prospectus Gross Expense Ratio:2.10%N/A
Max 12b1 Fee:0.25%N/A
Max Front End Sales Load:5.75%5.43%
Max Deferred Sales Load: N/A2.05%
3 Yr Expense Projection*:1,226617
5 Yr Expense Projection*:1,668972
10 Yr Expense Projection*:2,8921,974
* Per $10,000 invested